Riverview Trust Company’s Vistra VST Stock Holding History

Riverview Trust Company’s Portfolio VST Stock Details VST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-558	Closed	-$65.5K	–	577
2025 Q1	$65.5K	Sell	558 -10	-2%	-$1.49K	0.06%	190
2024 Q4	$78.3K	Hold	568	–	–	0.07%	180
2024 Q3	$67.3K	Buy	568 +10	+2%	+$849	0.06%	204
2024 Q2	$48K	Hold	558	–	–	0.05%	232
2024 Q1	$38.9K	Buy	+558	New	+$27.6K	0.03%	281
2023 Q4	–	Sell	-558	Closed	-$18.5K	–	624
2023 Q3	$18.5K	Hold	558	–	–	0.02%	418
2023 Q2	$14.6K	Hold	558	–	–	0.01%	541
2023 Q1	$13.4K	Hold	558	–	–	0.01%	574
2022 Q4	$13K	Sell	558 -352	-39%	-$8.14K	0.01%	600
2022 Q3	$19K	Hold	910	–	–	0.02%	378
2022 Q2	$21K	Hold	910	–	–	0.02%	385
2022 Q1	$21K	Buy	+910	New	+$20.2K	0.02%	484
2019 Q2	–	Sell	-256	Closed	-$7K	–	408
2019 Q1	$7K	Buy	+256	New	+$6.46K	0.01%	274

Other funds holding VST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM